Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 883 $33.9K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 824 $31.6K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 704 $27K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 671 $25.8K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 669 $25.6K <0.01% -453 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 662 $25.4K 0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 595 $22.8K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 590 $22.6K 0.02% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 576 $22.1K <0.01% +103 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 577 $22K <0.01% +20 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 567 $21.7K <0.01% -89 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 542 $20.8K <0.01% +79 13F-HR/A Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $19.2K <0.01% 0 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 430 $16.5K <0.01% -870 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 415 $15.9K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 399 $15.3K <0.01% +42 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 391 $15K <0.01% -62 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 346 $14.4K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 371 $14.2K <0.01% +266 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 359 $14K <0.01% +335 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 300 $11.5K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 295 $11.3K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 286 $11K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 230 $8.82K <0.01% -49,826 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 215 $8K <0.01% -131 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 186 $7.13K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 181 $6.94K <0.01% +126 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 170 $6.52K <0.01% +93 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 164 $6.29K <0.01% -13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 159 $6.1K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 150 $5.75K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 133 $5.1K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 117 $4.49K <0.01% +96 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 113 $4.33K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 109 $4.18K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 100 $3.83K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 89 $3.41K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 74 $2.84K <0.01% +51 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 66 $2.58K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 63 $2.42K <0.01% -41 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 59 $2.26K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 53 $2.03K <0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 51 $1.96K <0.01% +47 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 50 $1.92K <0.01% -254 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 41 $1.57K <0.01% -31 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 34 $1.3K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 30 $1.15K <0.01% -20 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 29 $1.11K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 28 $1.07K <0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 27 $1.03K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 24 $920 <0.01% -367 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20 $768 <0.01% -132 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 20 $767 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $767 <0.01% -10 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 20 $767 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 20 $767 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 9 $346 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8 $298 <0.01% +6 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $269 <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6 $230 <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6 $230 <0.01% -90 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $77 <0.01% 0 13F-HR Timeline